Check the background of this financial professional on FINRA's BrokerCheck.
Mission Statement
As your Advisors, we will be singularly focused on one goal.

This goal will be to help you work towards your financial lifestyle objectives by ensuring you have the appropriate tools to succeed.

We will accomplish this by first identifying the true purpose of your money; and then, structure investment strategies, and risk management techniques that provide that opportunity to achieve that specific purpose.

We will employ money management techniques that provide us with the opportunity to strike the delicate balance between investment risk and investment return.

Finally, we will be committed to insuring that every strategy is a client-centered strategy and that your interest, as our client, will unconditionally come first.
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Company Mantra
If I accept you as you are,
I will make you worse; 

If I treat you as though you are what
you are capable of becoming 
I help you become that.

Author - Johann Wolfgang von Goethe
Newsletters
  • What You Can Do with a Will
    A will is often the cornerstone of an estate plan. Here are five things you can do with a will.
  • Ten Year-End Tax Tips for 2017
    Here are 10 things to consider as you weigh potential tax moves between now and the end of the year.
  • Five Myths About Group Disability Insurance
    You may think that the chances of becoming disabled during your working years are slight, and even if you did get hurt or had to miss time at work, you could get by
  • How much money should a family borrow for college?
    There is no magic formula to determine how much you or your child should borrow to pay for college. But there is such a thing as borrowing too much. How much is too
  • How can families trim college costs?
    Trimming college costs up front can help families avoid excessive college borrowing and the burdensome student loan payments that come with it. Here are some ideas.
    
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To learn more about the professional history of our financial advisor(s), please visit FINRA's BrokerCheck
Securities and Investment Advisory Services offered through SagePoint Financial, Inc., member FINRA/SIPC, and a Registered Investment Advisor.

Certain additional advisory, employee benefits and insurance services offered through "The Art and Science Of Successful Planning", a * Registered Investment Advisor, not affiliated with SagePoint Financial, Inc. 

3949 Evans Ave., Unit 300 Fort Myers, FL 33901 Ph. (239) 489-0084 Fax. (239) 489-0965
 


This communication is strictly intended for individuals residing in the state(s) of FL, IN, MI, NJ, NY and OH. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.